## Workflows for your most complex customer moments

[Claims Triage](/content/en/product/dynamic-workflows#w-tabs-0-data-w-pane-0/index.html) [Returns](/content/en/product/dynamic-workflows#w-tabs-0-data-w-pane-1/index.html) [SKU Support](/content/en/product/dynamic-workflows#w-tabs-0-data-w-pane-2/index.html) [Coverage Review](/content/en/product/dynamic-workflows#w-tabs-0-data-w-pane-3/index.html) [Disputes](/content/en/product/dynamic-workflows#w-tabs-0-data-w-pane-4/index.html) [Scheduling](/content/en/product/dynamic-workflows#w-tabs-0-data-w-pane-5/index.html)

Other workflows teams build:

- Smart routing
- First notice of loss (FNOL)
- Benefits navigation
- Medicare enrollment
- Warranty validation
- Eligibility checks
- Refund rules
- Rebooking workflows
- Account access
- Subscription billing

## Platform modules

### Connected Systems

Connect to Salesforce, Zendesk, Five9, and more using secure, bi-directional APIs. Pull live data from your CX stack so every interaction is accurate and context-rich.

### Case data, intent, and articles

Transform

Zingtree cleans, maps, and structures your data, turning raw inputs into usable signals that drive workflows and AI actions.

### Workflow Builder

Empower business to design workflows and logic flows. This is where you define the “how” of your processes: steps, rules, logic, and guardrails.

### AI Tools

#### AI Actions

Bring AI into workflows and automate cross-platform decisions: trigger next-best actions, update records, and solve issues in real time without losing control.

#### Knowledge Assist

Generative AI helper that surfaces answers from your systems in real time—context-aware, compliant, and built to guide agents or customers inside any workflow.

#### Conversational AI

Guide users through complex issues with natural language interactions. Zingtree’s Conversational AI blends structured workflows with intuitive chat experiences.

### Publish

Embed into any agent or customer-facing UI—CRM, web, or chat—offering full flexibility and customization without rebuilding your front end.

#### For Customers

- Help customers resolve their issues with self-service that follows your logic
- Surface the right step and trigger the right action at the right time for each scenario
- Adapt to channel, policy, or customer context in real time

#### For Agents

- Embed agentic workflows where your agents live: Salesforce, Zendesk, Five9, etc
- Auto-fill fields, surface next-best actions, and dynamically guide every step, conversationally and organically
- Keep every agent compliant with guided workflows for each scenario

#### For Ops Leaders

- Track performance and compliance across every step of the workflow
- Pinpoint friction with built-in analytics on usage, timing, and escalations
- Tune your customer service automation without code

## 1st Central's results with governed agentic workflows

- 0x Agent error reduction
- 0% higher QA scores
- 0% FCR increase

## Works with the tools you already use

### Five9

Seamlessly connect with your existing knowledge, tools, and data sources. Automate interactions across your backend systems.

## Resources

### E-book

Learn how to build hallucination-proof AI that scales without risking compliance or customer trust.

### Integrations

See how we plug into Salesforce, Zendesk, Five9, and more.

### Customer Stories

See how teams in insurance, finance, healthcare and beyond cut handle times, agent ramp time, and compliance risk while boosting FCR and CSAT, with Zingtree.